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Why CRM and Marketing Automation are Better Together

Published on July 20, 2020
3 min read
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3 min read

Integrations are common nowadays. However, not all integrations are created equal. And the effectiveness of your CRM can extremely impact the productivity and ROI of your team. 

That is why CRM integrated with marketing automation is a must-have for the modern marketing team. If not, they’ll be having a difficult time in keeping up with multi-channel engagement along your customer’s journey. 

If you’re still using the old methods of marketing, then this article suggests that you look into the importance and impact of a CRM. Here’s why. 

Why is CRM and Marketing Automation Important?

While both the CRM system and marketing automation platform have a value on their own, they’re undeniably more powerful when they’re connected. It’s like being in a rowing competition, where both platforms are working together to power up your marketing team. 

Aside from that, the integration between these two powerhouses aligns your sales and marketing functions. Thus, making productivity and turnaround time quicker and less hassle to manage. If there’s no integration between CRM and marketing automation, your team will have to do things manually. 

And doing your sales and marketing tasks manually can increase human errors, data loss, and decreases productivity and morale. That is why it is essential to have a CRM that has automated marketing tools integrated or built in it. 

Why a CRM Software and a Marketing Automation Tool are Better Together

Integrating them Ensures Sales and Marketing Alignment

We all know that there’s an age-old divide between sales and marketing. But that is changing now, with the advancement of technology, the two unlikely duos can now work together to create a seamless sales process.

When teams have an integrated sales and marketing power system, they can all be on the same boat. When the communication between these two factors are seamless there’s an improvement for accountability, processes for lead-follow-ups are standardized and there’s a single basis of truth for reporting.

Allows for True Automation

Marketers wear a lot of hats, and adding more with manual work can choke their productivity. Yes, marketers may be used to wearing plenty of hats, but having to put up with manual data entry is too much. That is why it is important to have some sort of automation is needed. 

For example, if they don’t have a contact management tool, they will have to interpret a thousand of contact information to have an effective customer interaction during phone calls. A CRM tool can eliminate this hassle by analyzing the data itself. So, your sales and marketing team can focus on converting potential customers to actual customers. 

A good CRM platform can integrate your marketing automation and CRM to ensure a comprehensive process so that your sales department have clear priorities and a history of interaction for each lead. In order to gets your sales and marketing to get to work together to reach their goals you need automation that only CRM solutions can bring.

Comprehensive and Real Time Reporting

Having an accurate and timely reporting is a critical key to the success of your sales team. A CRM can connect any activity that is happening on both the marketing side and sales side. When both sides see the same thing, they can have a more complete picture of what’s going on. 

With a good CRM, every reporting is also automated. So, you no longer have to go through thousands of customer information and data results, and report it to the bosses. You can pull out information and data, and generate them into reports in a jiffy.

Cost Savings

Without a CRM integration, you’ll have to pay for multiple third-party systems, hardware, or expensive customizations just to get things running. And even then, you may find your workarounds are not streamlined the way you want, so you may have to spend more for another type of customization. 

The more you spend on customizations, the more the expenses compounds, and the more costly it’ll be for you and your business. That is why it is essential to have a reliable CRM platform that has the best integrations for marketing. 

Why Saphyte is the Ideal CRM for you Marketing Automation Needs

Saphyte CRM system helps you streamline all of your corporate and marketing activities, and integrate them into one powerful platform. Saphyte has sales and marketing tools designed to improve business efficiency and productivity. 

The system helps you manage your customer data, conduct marketing tactics and strategies, and identify opportunities for the long haul. Making everything convenient for your business. It has features designed and made to make sales and marketing easier, as well as make things smooth and seamless for people with administrative roles.

So, what are the prominent features of Saphyte you can enjoy? Here are some of them.

Customizable Dashboard

Saphyte has customizable dashboards with a drag-and-drop functionality that moves widgets around. The customizable dashboard allows you to have a one-page overview of all the information you want to know regarding your client, sales, marketing, and support management. 

You can also create multiple dashboards with different widgets, and name them according to your preferences. This way, you wouldn’t have to go to other window, or software just to get a comprehensive report of your marketing campaigns on social media and landing pages.

Contact Management, Sales and Marketing Rolled into One

With Saphyte, you can effectively and efficiently manage your contacts database through our Client Management tab. Within this tab you can automate your processes, organize your data, manage your tasks, generate your reports, and categorize customer information according to your preference. 

Saphyte is also built to be sensitive on duplicate entries. The system has an intelligent build that only allows one unique data per client. Should there be any duplicates, the system easily recognizes this and prompts you an action to either merge or replace client information.

There are plenty of tools your sales and marketing team can enjoy. From campaign management, social media integration, email marketing, and product catalogue, Saphyte has most of the features you need. 

The system also has integrations for emails, so you won’t have to switch from your CRM to your email client. All you have to do is integrate them into the system. You no longer have to worry about customer’s service and replying late to your customers because you’ll be in one place. 

Scalability and Flexibility for your Business Growth

Saphyte CRM can be customized according to your needs. You can add modules, tools, or custom processes to the CRM without the extra cost. This way, the system can grow along with your business and can be tailored according to your business processes. Saphyte adapts to you; you do not adapt to Saphyte.


To cap it all up, Saphyte has a pay-as-you-go monthly fees. No set-up fees, inclusive of a free demo, and a 24/7 customer support readily available in every subscription plan. 

Whether you’re a small business starting out or an enterprise that needs a tool that scales and grows along with you, you need a reliable CRM tool. Start it by choosing Saphyte as your CRM partner. Contact us for a free demo or start your free trial now.

July 20, 2020